> ## Documentation Index > Fetch the complete documentation index at: https://help.hoopai.com/llms.txt > Use this file to discover all available pages before exploring further. # Premium Actions and Integrations > Unlock advanced automation capabilities with premium actions — Google Sheets, Slack, custom code, AI actions, and third-party integrations. Premium actions and integrations extend the HoopAI Platform's automation capabilities with advanced functionality including AI-powered processing, custom code execution, and deep integrations with popular business tools. An Inbound Webhook is a powerful feature that helps data move automatically from external systems to your CRM. This integration improves how different systems work together. When something happens in an external system (like a new customer order), it sends a message (HTTP request) to a specific address in your CRM. This message then starts a series of actions, making sure the right things happen in response. This real-time data transfer is a big help because it makes your CRM smarter and your work easier. Start by clicking on\*\*\*\* +Add New Trigger, \*\*\*\*in the side menu search for and add ****Inbound Webhook**** as your trigger. Screenshot ****📌NOTE:**** This is a Premium Trigger. ## How to Use Inbound Webhook Using the Inbound Webhook Workflow Trigger might sound complicated, but it can be broken down into three simple steps: * Get the Webhook URL and Test. * Choose and Save Data. * Create or Update Contacts. ### Get the Webhook URL and Test First, you need to get the special address (URL) that will be your "mailbox" for incoming data. Add it to a third-party app like Make or Zapier. Then, you send data to this address using the right method (like mailing a letter with specific instructions). Screenshot ### Choose and Save Data Click the Fetch Sample Requests button to make sure it's working and pick the information you want to work with and save it. Screenshot ### Create or Update Contacts Finally, you get to use the information you received and put it to work in your CRM. You can make new contacts or update existing ones, just like adding people to your address book. Once you've done all this, you can use the information you received in lots of different ways, like sending emails or deciding what to do next. Screenshot *** ## Running Without Contacts This can work even if you don't have contact information. You can send data and make things happen in your workflow without knowing who it's for. You can also bring in contact information later if you need it. *** ## Why Are Inbound Webhooks Useful? Inbound Webhooks simplify and automate how data flows into your CRM. Here are a few practical applications: * \*\*\*\*eCommerce Order Integration: \*\*\*\*Automatically send customer order details from your online store to your CRM, reducing manual data entry and errors. * \*\*\*\*Customer Support: \*\*\*\*Streamline support by sending customer inquiries directly to your CRM, ensuring faster and more organized responses. * \*\*\*\*Event Registration: \*\*\*\*Easily track attendees by automatically adding their registration details to your CRM. * \*\*\*\*Lead Capture: \*\*\*\*Capture website form submissions and send them straight to your CRM for efficient follow-up by your sales team. ### Important Notes * Use the correct communication method, ensuring data is in JSON format with clear labels. * Email or phone numbers are essential to create or update contacts. * Avoid using complex data types like lists, as they are harder to process. * Update your setup if your data format changes. * To maintain security, change your webhook URL if it’s compromised. Inbound Webhooks provide a seamless way to connect your systems, automate tasks, and improve accuracy. Whether it's managing orders, capturing leads, or tracking registrations, they save time and enhance efficiency, making your workflows more reliable and effective. The Array Functions Premium Action enables users to locate and manipulate array data efficiently. Whether you’re handling Shopify order line items or webhook triggers, this action simplifies the process of extracting useful information. In the workflow, add a suitable Trigger. In this demo, we are using the Shopify ****Order Placed**** trigger. Click the ****“+”**** icon, then in the actions menu, search for and add "\*\*\*\*Array Functions" \*\*\*\*to the workflow. Screenshot \*\*\*\*📌NOTE: \*\*\*\*This is a ****Premium**** action. ### Select Action Type Select \*\*\*\*“Find” \*\*\*\*as the action type to return objects that match the Key-Value. Screenshot ### Select Field All the fields with data type arrays available in the workflow are listed here. The list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger, and Custom Webhook action response data. In the example below, we are using the Shopify Order Placed Trigger and checking if a product with product ID “zGhad23wfadfa” is part of the Shopify line items. Screenshot ### Filters To find the matching object, input the Key and Value under Filters. Screenshot ### Select Key Here is the list of key variables from the selected array field. In this example, the list of Shopify line items' key variables is also included. Screenshot ### Select Value Enter Value To Find The Match. Screenshot ### Add Another Item Need to find objects that match multiple criteria? Add another key-value pair using the ****"Add Another Item"**** option. Screenshot Remember to\*\*\*\* Save\*\*\*\* the action. Screenshot ### Using The Array Function In Shopify With the returned object variables, you can now use the extracted data across various actions, such as creating a dynamic email or SMS content, setting conditions in If/Else branches, or triggering additional automation steps. Screenshot Array Functions empower you to work smarter with your data, reducing manual effort and ensuring accuracy in automation. By learning to navigate and apply these tools, you can unlock greater efficiency in tasks ranging from e-commerce management to workflow optimization. Google Sheets Premium Workflow Action is a feature designed to make your life easier when dealing with data in Google Sheets. Imagine you have a magic tool that can perform tasks like adding, updating, and deleting rows in your Google Sheets without having to do it all manually. That's what the Google Sheets Premium Workflow Action is all about. It's like having a helpful robot assistant for your spreadsheets. *** ## How to Get Started Connect your Google account to the CRM under the ****Settings**** >\*\*\*\* Integrations\*\*\*\* section. In your workflow, choose a suitable Trigger, then Click the ****“+”**** icon to search and add the ****Google Sheets**** Action. Screenshot ****NOTE:**** The Google Sheet action is Premium. *** ## How To Use the Google Sheet Actions Here are the Workflow actions that are supported in Google Sheets. * Create Spreadsheet Row. * Create Multiple Spreadsheet Rows. * Lookup Spreadsheet Row. * Lookup Multiple Spreadsheet Rows. * Update Specific Spreadsheet Row. * Update Multiple Spreadsheet Rows. * Update Spreadsheet Row using Lookup. * Delete Specific Spreadsheet Row. * Delete Spreadsheet Row using Lookup. Screenshot \*\*\*\*📌 NOTE: \*\*\*\*The preliminary steps are similar within the different types of actions. First, choose the Google account you want to use. Screenshot Then add the Google Drive where your spreadsheet is located. Screenshot Select the spreadsheet you want to use. Screenshot And then the worksheet you want to work on. Screenshot *** ## Create Spreadsheet Row Within the \*\*\*\*Create Spreadsheet Row action, \*\*\*\*choose the columns where you want to add or update data. If you want your data to be flexible and adaptable, you can also use special names. Screenshot *** ## Create Multiple Spreadsheet Row (s) The Create Multiple Spreadsheet Rows action allows you to insert multiple rows into your Google Sheet at once. This is especially useful when dealing with bulk data, such as importing a list of contacts or records from another source. By specifying starting and ending columns, you ensure that only the relevant data fields are populated, reducing errors and maintaining a clean sheet structure. Screenshot *** ## Lookup Spreadsheet Row Here's how to put this data detective to work. ### Choose a Worksheet Select the part of your spreadsheet where you want to search for data. Think of it as telling the detective where to look. Screenshot ### Select Search Order Decide if you want to start searching from the top or the bottom of your spreadsheet. Screenshot ### Pick a Column and Lookup Value This is where you specify what to look for. Imagine you're searching for a person's name in a phone book (your spreadsheet). The column is like the section of the phone book, and the lookup value is the name you're searching for. Screenshot ### Extra Clues (Optional) Sometimes, one clue isn't enough. You can add an extra clue (another column and value) to help narrow down the search. Screenshot ### Create a Row if It Doesn't Exist If the action can't find what you're looking for, you can ask it to create a new row for you. Screenshot ### Custom Variables The action is really smart. It not only finds what you want but also remembers it for you. You can use this information later in your work, just like you'd remember a phone number you found. Screenshot ### Some Tips Each time you use the action, it gets a special index (a bit like a case number). This helps you keep track of different searches. Screenshot Here's how it shows up in other workflow steps. Screenshot You can use the information the action finds in other parts of your work. For example, if you find someone's phone number, you can use it in an "If/Else" situation or any other action in your workflow. Screenshot *** ## Lookup Multiple Spreadsheet Row (s) The Lookup Multiple Spreadsheet Rows action allows you to search and retrieve multiple rows of data from your Google Sheets based on specific criteria. Unlike a standard lookup that returns only one row, this feature enables you to find and work with several rows at once, making it particularly useful for tasks like bulk updates, reporting, or filtering data for targeted actions. Screenshot *** ## Update Specific Spreadsheet Row Let's say you want to change some information in a row. You can use this tool to do that too. Just tell it which row you want to edit, and it will make the changes for you. This is handy for keeping your data up to date without manually editing each row. You can add the number of rows or use a custom value. Screenshot Then add the columns you want to update. Screenshot \*\*\*\*📌NOTE: \*\*\*\*You can be very precise with this action, changing only the information you need. If you want to update multiple rows, you'll need to use this action for each row individually. You can leave columns blank if you don't want to make changes in a particular part of the row. *** ## Update Multiple Spreadsheet Row (s) You can add the Row number or a custom value, then add the columns you want to be updated. Screenshot *** ## Update Spreadsheet Row using Lookup Updating a row in a spreadsheet can be a bit like making corrections in a book. You want to find the right page (row) and then fix the errors (update data). With the "Update Spreadsheet Row using Lookup" action, it's like having an editor for your spreadsheet. Here's how it works: * ****Finding the Right Row:**** Before you can update anything, you need to find the row you want to work on. This is where the "Lookup" action comes in. Think of it as a magnifying glass that helps you pinpoint the exact location (row) in your spreadsheet based on a specific value (clue). * ****The Update Mission:**** Once you've located the row you want to update using the "Lookup" action, it's time to make changes. This is where the "Update using Lookup" action steps in. It's like your editing pen for the spreadsheet. Please Note: To use the "Update using Lookup" action, you must first use the "Lookup" action. It's like solving a mystery—you need to find the clues (row) before you can take action. So, the order matters: Lookup first, then Update using Lookup. * ****Choosing the Right Lookup Action:**** When you use the "Update using Lookup" action, you'll need to pick the specific "Lookup" action that you used earlier. It's like telling your editor which magnifying glass to use for the corrections. Screenshot ### Selecting Columns to Update Now, let's say you found the row, but you only want to update certain parts of it (like fixing a few words in a book). You can choose the starting and ending columns for the updates. If you want to update the entire row, you can leave these blank. ��****NOTE****: You can only select one "Lookup" action at a time when using the "Update using Lookup" action. If the "Lookup" action doesn't find any rows (like not finding any clues in the mystery), the workflow will move on to the next step without making any updates. *** ## Delete Specific Spreadsheet Row Sometimes, you need to get rid of some data. This tool can help with that as well. It can clear out all the information in a particular row, which is like erasing it. But remember, it doesn't delete the row itself, just the stuff inside it. 💡 Important Note: When you use the ****"Delete Specific Spreadsheet Row"**** action, it only clears the contents of the row; it doesn't permanently remove the row itself. It's like removing text from a page but leaving the page in the book. Screenshot ****📌NOTE:**** You can be very specific about which row to delete, ensuring you only remove the data you want. If you need to delete multiple rows, you'll need to use this action for each row individually. *** ## Delete Spreadsheet Row using Lookup Once you've located the row you want to get rid of using the "Lookup" action, it's time to clear it out. This is where the "Delete using Lookup" action steps in. It's like the delete button for that specific row. ****📌NOTE:**** To use the "Delete using Lookup" action, you must first use the "Lookup" action. It's like opening a drawer (Lookup) to see what's inside before you can decide what to remove (Delete using Lookup). So, the order is crucial: Lookup first, then Delete using Lookup. \*\*\*\*Selecting the Right Lookup Action: \*\*\*\*When you use the "Delete using Lookup" action, you'll need to pick the specific "Lookup" action that you used earlier. It's like telling the system which detective found the clue you're acting on. ### Points to Remember * When you use the "Delete using Lookup" action, it wipes out all the values in the row. It's like clearing a whiteboard. * However, it doesn't permanently remove the row itself. The row is still there, but it's empty. \*\*\*\*Choosing the Correct Lookup Action: \*\*\*\*You can only select one "Lookup" action at a time when using the "Delete using Lookup" action. It's like telling the system which detective you want to assign to this case. Screenshot ### No Row, No Deletion The workflow will continue without deleting anything if the "Lookup" action doesn't find any rows (like when the detective can't find any clues). The Google Sheets Premium Workflow Action is a powerful tool for anyone looking to optimize their data management processes. From creating rows to updating and deleting data, these actions offer precision and automation that save time and reduce manual errors. By integrating these tools into your workflows, you can focus more on strategic tasks and less on mundane data management. Yes, but you must configure the action separately for each row. The tool is designed for precision, ensuring only the intended data is updated. If no match is found, subsequent actions like Update or Delete are skipped, and the workflow continues to the next step. No, it only clears the content within the row. The row remains in the spreadsheet but is empty. Yes, custom variables allow you to dynamically reference data, making your workflows more adaptable and efficient. Test your workflows thoroughly. Check if the right rows and columns are being referenced and use the Preview or Test options in your CRM to identify any errors before execution. Google Sheets allows you to manage big loads of data efficiently, both online and offline. It keeps the editing and organizing process easy and is the favorite of many businesses, small and large. However, manually moving your data from the CRM to your Sheets back and forth can be tedious and time-consuming; the more your database grows, the more annoying it becomes. That's why you want to make the most out of your system and automate it instead. With the Google Sheets Action Create Multiple Rows, you can easily insert new data rows below existing information. As long as you've integrated your Google account into the system, you can send data to any Google Sheets document without third-party integrations or extra steps. ### Using the Action In the Workflow tab of your Automations section, select any existing workflow or create a new one. Screenshot Inside the Workflow Builder, click the + Sign button to open the action menu. The actions will be under the Send Data category. Screenshot Once you've selected the action, open the drop-down menu and select Create Multiple Spreadsheet Row(s) Screenshot You'll be required to select an account, drive, spreadsheet, and worksheet to send the data to. Screenshot Choose a starting and ending column; header names will be displayed, but if you see any discrepancies, click “Refresh Headers” to fetch the latest data. Screenshot Insert the values you want to transfer to your Sheets, then save the action. Screenshot Save your workflow, and you're done! This will send the data to your Google Sheets whenever the automation is triggered. Screenshot There you go! Enjoy all of the organizational benefits of having your data in a spreadsheet without the laborious task of moving it by hand. The Workflow Slack Premium Action allows you to automate Slack messages for specific users, private channels, or public channels, making team communication efficient and seamless. *** ## Setting Your Action To get started, choose a suitable trigger, then select the ****Slack**** Action. Screenshot Select the Slack account you want to connect. Screenshot ### Slack Messaging Options The Slack Messaging Options feature allows you to tailor your communication by selecting specific recipient types or channels based on your workflow needs. Here’s a breakdown of each option: \*\*\*\*Send Direct Message to a User: \*\*\*\*Choose from four recipient types: * Assigned User: Send messages to the contact's assigned user in your CRM. * Custom Email: Use dynamic or predefined email addresses to locate and message Slack users. * Internal User: Notify specific account users (e.g., send a "Won Opportunity" alert to the finance head). * Slack User: Directly message any Slack user in your workspace. ****Send Private Channel Message:**** Select a private Slack channel for secure, focused communication. Messages appear as if sent manually by the user who created the Slack integration. \*\*\*\*Send Public Channel Message: \*\*\*\*Broadcast updates to a public channel, ensuring visibility to all workspace members. Screenshot *** ## Using The Slack Message Action In the workflow, pick one of the four user sources: Assigned User, Custom Email, Internal User, or Slack User. Then write your message in the provided field to send a direct message or a channel broadcast. ### Assigned User (of contact) This is used to send out notifications for the assigned contact user. In this case, the User's email (in ****Settings****> ****My Staff**** > ****User Info****) for the User Assigned to the contact is used to find the Slack user. Screenshot ### Custom Email This is used for all the cases where you need a dynamic user to send notifications to. The custom email that is filled in is used to find the matching Slack user. Screenshot \*\*\*\*📌NOTE: \*\*\*\*This is for all those cases where you do not have the User predefined. Either type in the email or select from a list of custom variables using the custom variable picker. ### Internal User This option allows you to send messages directly to an account user. It’s particularly useful for notifying specific individuals responsible for key areas of your business. For example, you can notify your finance head about a successfully closed deal. The system uses the selected Internal User's email to identify and message the corresponding Slack user. Screenshot ### Sending a Message to a Slack User This is as simple as it sounds. Send a direct message to any Slack user in your workspace. Screenshot ### Message Content Insert Message to send a Direct Message to a User. Remember to Save the Action. Screenshot ### Use Cases * ****Project Management:**** Notify teams about task updates or deadlines. * ****Sales & Marketing:**** Share campaign progress or lead updates. * ****Customer Support:**** Alert teams about customer inquiries or ticket escalations. * ****IT & Development:**** Announce system bugs or outages for faster resolution. * ****HR & Company-Wide Announcements:**** Send organizational updates to all staff. The Workflow Slack Premium Action saves time by reducing manual communication efforts, improves collaboration with timely updates, and enhances accountability through automated notifications that ensure tasks are monitored and followed up. We hope you enjoy it! There's a lot your workflows can do for you, from automating responses to handling payments to making sure your team is reminded of what to do next. However, the list of actions, even when always growing, can be a bit limiting. Have you ever wanted to do more with your workflows than what is set up already? With Custom Code Action, you can! ### Adding Custom Code Click the ****"+"**** button and add the action; it will be under your Internal Tools, but you can also look it up. Screenshot The programming language will be JavaScript. \*\*\*\*📌NOTE: \*\*\*\*This is a Premium Action. Screenshot If there are custom values that you want to add, "Property to be included in code” is the place they belong in. If you have more than two needed custom values, click +Add Property to get more fields. Screenshot In the Code section, you will find the code formatted, a box where you can write your code. It is prepopulated with a sample code for reference. Please remember that the output should be a JavaScript Object or Array of Objects. Screenshot ### Adding HTTPS Requests External HTTP Requests in Custom Code quickly add your preferred HTTP Method without the need to type in all that information. This option is available to you at the top of the code box. Screenshot Once you click it, you can select from preset HTTP Methods from a dropdown menu. Screenshot This will populate the code needed for that action at the bottom of the editor. Screenshot ### Build With AI Alternatively, generate custom code snippets using AI by clicking the Build With AI button. Screenshot Now, enter the prompt in the field provided, then click Generate. AI-Powered Code Generation allows you to describe desired functionality in plain language, with the AI automatically generating the corresponding JavaScript code. For example, a user might describe their request as, "I have an API that returns a date in MM-DD-YYYY format. Can you help me convert it to YYYY-MM-DD?" The AI would then generate the appropriate JavaScript code to perform the conversion. Screenshot Review and insert the AI-generated code into your workflow if you are satisfied. Screenshot If the initial result does not meet expectations, utilize the Regenerate feature to effortlessly generate a fresh version with just one click. Screenshot ### Testing Your Code Once your code is complete, click the "Run Test" button, as this step is mandatory. If the code contains any errors, the test result will show as "Test Result Failed." In this case, carefully review your code and correct any issues. The system will pinpoint the location of the error, making it easier for you to fix. Screenshot If there are no errors in the code it will show “Test Result Success” and give you an output. Once that happens you can save the action. Screenshot Now you can access your custom values in any text to add them; all custom code outputs will be in the same section, look for the one whose name matches the action name. Screenshot The Custom Code Action empowers you to enhance your workflows by adding tailored functionality, automating complex processes, and integrating external data. With its flexibility and testing capabilities, you can push past limitations and create solutions uniquely suited to your needs. It's the key to unlocking advanced workflow automation with ease. ### Important notes * Custom values, except contact information, will not be passed when testing your code. * Use the Property fields to assign key names and map values from previous steps. ### Frequently Asked Questions Basic knowledge of JavaScript is recommended, but the feature provides sample code and preset HTTP methods to help you get started. The system will indicate where the error is located, allowing you to troubleshoot and fix it. You must resolve all errors before saving the action. Yes. You can use the HTTP Requests feature within Custom Code to integrate data from APIs or external services into your workflow. Yes, contact information is passed during testing, but other custom values are not. Additionally, you’ll need to manually assign key names in the Property fields for mapping values from previous steps. If you want to reduce the time you spend reading messages, the AI Summarize action is just for you. With just a few steps to set this action up, you can get through messages in a breeze. ��****Note****: The AI Summarize action is a premium action. Using this action will incur additional charges per execution. *** ## How It Works Click the plus icon in your desired workflow builder, then locate and select the “AI Summarize” action from the list. Screenshot ### Action Name Once selected, you will be able to update the action name, if required. This allows you to assign a clear and descriptive name to give context to the action's purpose. Screenshot ### Max Length Enter the maximum length of the summarized message. For example, 1 paragraph, 2 sentences, or 3 words. Click the tag icon to utilize a custom value instead. Screenshot ### Input Text Enter the text you want to summarize or use a custom value. Screenshot If your workflow trigger is “Customer Replied” or you have preceding actions that will capture a response, you can use the Message Body custom value. Screenshot Once you are satisfied with your configurations, save the action and let workflow AI save you valuable time and effort. Workflow AI - Intent Detection is a feature within the Workflow AI tool that helps identify the purpose or goal behind a contact's message or query. It analyzes the content of messages to determine what the person intends to do or ask, such as booking an appointment, asking for support, or inquiring about products. This enables automation workflows to respond more accurately and trigger appropriate actions based on the user's intent. ��****Note****: Intent Detection is a premium action. Using this action will incur additional charges per execution. *** ## How It Works Begin by creating a new workflow or editing an existing one within the platform. Then, add a suitable trigger that captures the contact message or interaction you want to analyze. ### Insert Intent Detection Action Navigate to the actions list and select the "Workflow AI - Intent Detection" action. This action will evaluate the message's content. Screenshot ### Action Name Once selected, you will be able to update the action name, if required. This allows you to assign a clear and descriptive name to give context to the action's purpose. Screenshot ### Input Text Specify the message source or input field that the intent detection will analyze. Screenshot If your workflow trigger is “Customer Replied” or you have preceding actions that will capture a response, you can use the Message Body custom value. Screenshot Save the action to set conditions, trigger subsequent actions, or route the conversation accordingly. Positive intents typically include replies indicating interest or approval, while negative intents include responses showing disinterest or rejection. Screenshot Use the testing features to verify that the system correctly identifies intents and tweak the settings for better accuracy. ### Practical Examples & Use Cases 1. ****Lead Qualification****: Automatically identify if a message indicates genuine interest or questions, enabling faster follow-up. 2. ****Support Routing****: Detect support-related queries to route contacts directly to a support team or chatbot, reducing wait times. 3. ****Product Inquiries****: Detect questions about products or services, enabling the system to respond with relevant information or offers. 4. ****Customer Feedback****: Identify positive or negative feedback to trigger appropriate outreach or escalation. ### Validations & Constraints * The feature requires a clear input message to analyze. * Correct classification depends on the quality of training data and prompt setup. * It recognizes predefined or custom intents—you should define or train these for optimal results by adding relevant filters to the trigger, such as the “Contains Phrase” filter for the Customer Replied Trigger. * Misclassification can occur if the message is ambiguous or outside the scope of the training data. * Ensure that the intent detection is tested thoroughly within your workflow to avoid misrouting. The "AI Translate" action allows you to automatically translate text from one language to another. When incorporated into a workflow, this action helps you provide multilingual support, localize messages, or expand your reach to audiences speaking different languages. ��****Note****: AI Translate is a premium action. Using this action will incur additional charges per execution. *** ## How It Works ### Add the Action Within your workflow builder, click the plus icon to add a new action and select "Translate Content". Screenshot ### Action Name Once selected, you will be able to update the action name, if required. This allows you to assign a clear and descriptive name to give context to the action's purpose. Screenshot ### Select Source and Target Languages Choose the language of the original content (1) and the language you want to translate into (2). You can utilize custom values to simplify this process. Screenshot ### Input Content Specify the text or content you want to translate. You can use static text or dynamic custom fields as the source. Screenshot Decide whether to store the translated content in a custom field, use it directly in a message, or log it internally. Save the action to be part of your workflow, then run a test to verify the translation output. ### Validations & Constraints * You must specify both source and target languages; otherwise, the action will not execute. * Ensure that the content to be translated is available and correctly formatted. * Due to translation limitations, complex or idiomatic content may not translate perfectly; review translations for accuracy when necessary. ### Use Cases 1. ****Multilingual Customer Support****: Automatically translate customer inquiries received in one language to your team's primary language, and reply using translated or original content, enhancing communication with international clients. 2. ****Localized Marketing Campaigns****: Translate promotional messages, email content, or social media posts into multiple languages to target diverse audiences without manual rewriting. 3. ****Global Lead Engagement****: When capturing leads from different regions, dynamically translate follow-up messages or instructions to ensure clarity and comfort for the recipient. AI Decision Maker is an intelligent, AI-powered branching tool that replaces manual if/then logic in your automations. It interprets natural language instructions and evaluates contact data to determine the most appropriate workflow branch for each contact—helping you deliver smarter, faster, and more accurate responses at scale. ��****Note****: The Decision Maker action is premium. Using this action will incur additional charges per execution. ### Key Benefits * \*\*\*\*Reduced Workflow Maintenance: \*\*\*\*AI dynamically adapts to changes in contact data, minimizing the need to frequently update filters or logic rules. * \*\*\*\*Scalable and Efficient: \*\*\*\*Whether you’re processing hundreds or thousands of contacts, the AI ensures smooth routing without compromising performance. * \*\*\*\*Minimizes Human Error: \*\*\*\*Logic-based automation eliminates inconsistencies caused by manual routing or outdated rules. * \*\*\*\*Natural Language Input: \*\*\*\*Use plain English instructions instead of complex logic blocks—no technical knowledge required. *** ## How to Set Up The AI Decision Maker Inside the workflow builder, set up a workflow trigger (e.g., “Contact Changed” or “Form Submitted”) before adding the AI action. Next, click the + icon where you want the decision to occur. From the right panel, scroll to AI Actions and select AI Decision Maker. Screenshot ### Name the Action Provide a clear and descriptive name under Action Name to easily identify this step later, especially when using multiple branches or AI actions. Screenshot ### Write Clear Instructions for the AI In the Instructions field, explain what the AI should consider when routing contacts. Be specific and use plain language. \*\*\*\*Example: \*\*\*\*“Evaluate the contact's engagement score and company size. If the score is above 60 or the company size is large, send to sales. If the score is between 30–60 and the company is small/medium, send to nurturing. If the score is below 30, send to re-engagement.” Screenshot You can also insert dynamic fields using the custom value picker (tag icon) to reference actual contact data like: `{{contact.engagement_score}}`, `{{contact.company_size}}`, and `{{contact.tags}}`. Screenshot ��****Note****: Without relevant data, the AI cannot make accurate decisions. Always include key contact fields or workflow data. ### Add Business Context In the Information field, provide background about your business to improve the AI’s decision-making accuracy. This could include your product range, customer segments, or sales capacity. \*\*\*\*Example: \*\*\*\*"We provide services to companies with 10–500 employees. Small = 1–50, Medium = 51–200, Large = 200+. Our sales team can manage up to 20 leads per week. Engagement scores range from 0–100." Screenshot ### Default Branch (Mandatory) The Default Branch is automatically included and serves as a fallback for any contact that doesn’t meet your defined rules. * ****Name:**** Fixed as “Default Branch” * ****Description:**** Explains fallback criteria ��****Note****: The Default Branch cannot be renamed or deleted. Screenshot ### Add a Custom Branch For each unique routing path, define a custom branch: * ****Branch Name:**** e.g., “Send Discount Offer.” * ****Description:**** Define the qualifying conditions.\*\* Screenshot ### Add Additional Branches Click + New Branch to create more paths. These can be used for different audience segments or actions like sending product education, re-engagement content, or promotional offers—based on contact data or behavior. Screenshot ### Save the Action Once all branches and AI instructions are complete, click Save Action. Your AI Decision Maker is now active and ready to make smart routing choices within your workflow. Screenshot The AI Decision Maker transforms how you manage contact routing by replacing rigid, rule-based logic with flexible, intelligent automation. With minimal setup, you can scale personalized journeys, increase operational efficiency, and improve lead handling across your entire account. Whether you're nurturing prospects, qualifying leads, or segmenting audiences, this tool ensures you're always one step ahead—smartly and effortlessly. ### Frequently Asked Questions The AI reads your plain-language instructions and evaluates available contact data to determine the best-fit branch. They are automatically routed to the Default Branch. No. It’s a required safety net to ensure every contact has a valid path. Use the Execution Logs tab in the workflow to view the route taken by each contact. Yes. You can include data from earlier workflow steps, form submissions, or surveys using the variable picker. Integrating Notion can significantly enhance productivity by automating and optimizing various workflows. Whether you are managing internal documentation, client portals, or dynamic project wikis, this integration helps you automate tasks and triggers, reducing manual efforts while providing greater visibility across your tools. ### Key Benefits With this integration, you can: * Sync customer data into Notion databases automatically * Create tasks, notes, or updates based on CRM events * Build live, CRM-powered knowledge bases and content repositories *** ## Triggers and Actions ### Triggers (Notion → CRM) These are events in Notion that trigger workflows within your CRM: | ****Trigger Name**** | ****Description**** | | ----------------------------- | --------------------------------------------------- | | ****New Database Item**** | Fires when a new item is added to a Notion database | | ****Updated Database Item**** | Fires when an existing item is modified | | ****Updated Page**** | Fires when a Notion page is updated | ****📌Note****: Triggers from Notion are powered by polling. The platform checks for changes in Notion every 5 minutes. If any qualifying event occurs (such as a new database item or an updated page), it triggers the designated workflow. Your CRM will retrieve metadata from Notion to enable dynamic field mapping in subsequent actions. ### Actions (CRM → Notion) These are actions the CRM can execute within Notion through automated workflows: | ****Action Name**** | ****Description**** | | ------------------------------- | ----------------------------------------------------------------------- | | ****Archive Database Item**** | Archives a selected database item in Notion | | ****Create Database Item**** | Adds a new item to a chosen database | | ****Add Content to Page**** | Appends content to an existing Notion page | | ****Update Database Item**** | Updates fields of an existing database item | | ****Retrieve a Page**** | Fetches a Notion page and its metadata | | ****Retrieve Block Children**** | Retrieves child blocks under a Notion block (e.g., text, to-do, toggle) | | ****Find Database Item**** | Locates a specific database item using filters | | ****Create Page**** | Creates a new Notion page | | ****Restore Database Item**** | Reactivates a previously archived item | *** ## Getting Started with Notion Integration ### Search in Workflows Open your CRM workflow builder and search for any Notion actions or triggers you wish to add to your workflow. Screenshot ### Connect Your Notion Account If your Notion account is already connected, you'll be able to configure options immediately. If not, simply click Connect Now and complete the authorization process via OAuth. Screenshot Alternatively, you can connect Notion from the Integration Settings section of your account. Screenshot Once connected, you can seamlessly create, update, and sync Notion pages or database items directly from your CRM workflows. ### Common Use Cases #### Use Case 1: Create Notion Docs from Form Submissions ****Goal:**** Capture form submissions in Notion for project tracking or client onboarding. ****Workflow Setup:**** * ****Trigger:**** Form Submitted * ****Filter:**** Form Name = "Onboarding Form" * \*\*\*\*Actions: \*\*\*\*Create Database Item (Notion) and Add Comment (Notion) ****Example:**** A client submits the onboarding form, then a new entry is created in the "Client Onboarding DB" in Notion. Next, a welcome message is added as a comment. Screenshot #### Use Case 2: Sync Appointment Outcomes to Notion Logs ****Goal:**** Maintain a meeting log in Notion for better tracking. ****Workflow Setup:**** * ****Trigger:**** Appointment Status Changed * ****Filter:**** Calendar = "Consultations" * \*\*\*\*Actions: \*\*\*\*Update Database Item (Notion) and Add Content to Page (Notion) ****Example:**** A lead misses their consultation, which will update the relevant database item and add follow-up notes to the page. Screenshot #### Use Case 3: Auto-Generate Proposal Pages ****Goal:**** Automatically generate personalized proposal pages when a sales opportunity advances. ****Workflow Setup:**** * ****Trigger:**** Pipeline Stage Changed * ****Filter:**** Status = "Won" * \*\*\*\*Actions: \*\*\*\*Create Page (Notion), Add Content to Page, and Add Comment ****Example:**** A Notion page titled "Proposal for `{{contact.name}}`" is created with summary content and team mentions after a deal progresses to the "Proposal" stage. Screenshot By integrating Notion with your CRM, you can automate and streamline essential workflows, saving time and enhancing team collaboration. Whether you're organizing client data, building knowledge bases, or managing projects, this integration gives you the flexibility to customize and optimize how you work across both platforms. ### Frequently Asked Questions No, the integration works with Notion's free plans. However, some features (e.g., teamspaces or analytics) may require a paid subscription. Workflow limits respect Notion's API rate limits. The Google Contacts integration provides seamless synchronization of contact data between your CRM and your Google ecosystem. By connecting these platforms, you can automatically create, update, and organize contacts across both systems, ensuring that information remains consistent and accessible without the need for manual entry. ### Why It’s Valuable This integration ensures that your team’s contact lists across Gmail and other Google services remain accurate, up to date, and easily manageable. The result is improved efficiency, reduced errors, and a more streamlined workflow. *** ## Available Triggers & Actions ### Triggers These are events in Google Contacts that can initiate a workflow in your CRM: | ****Trigger Name**** | ****Description**** | | -------------------- | ---------------------------------------- | | New Contact | Triggered when a new contact is created. | | New Group | Triggered when a new group is created. | ��****Note****: All triggers use polling. The system regularly checks Google Contacts (every \~5 minutes) for updates and retrieves the latest data to initiate workflows. ### Actions These are actions your CRM can perform within Google Contacts: | ****Action Name**** | ****Description**** | | ---------------------- | ----------------------------------------------------------- | | Create Contact | Creates a new contact in Google Contacts. | | Create Group | Creates a new group. | | Find or Create Contact | Searches for a contact and creates one if it doesn’t exist. | | Add Contact to Groups | Adds an existing contact to one or more groups. | | Update Contact | Updates details of an existing contact. | | Find Contact | Searches for a contact by name, email, or phone number. | *** ## Getting Started with Google Contacts ### Search in Workflows In the workflow builder, search for Google Contacts triggers or actions (e.g., Find Contact, Create Contact). Screenshot ### Connect Your Account If Google Contacts is already connected, you’ll be able to configure fields right away. If not, click Connect Now and log in with your Google account. Screenshot Alternatively, you can connect Google Contacts from the Integration Settings section of your account. Screenshot Once connected, you’ll be able to sync, find, and update contacts seamlessly in your workflows. ### Common Use Cases #### Save Contacts from Appointments ****Use Case:**** Automatically add clients to Google Contacts when they book an appointment and organize them into groups (e.g., Consults, Demos). ****Workflow Example:**** * Trigger: Appointment Booked * Filter: Calendar = Demo Calls * Actions: Find or Create Contact (Google Contacts) and Add Contact to Groups → e.g., Demo Leads. Screenshot #### Turn Form Submissions into Google Contacts ****Use Case:**** Capture lead data from form submissions and sync it into Google Contacts for smooth follow-ups. ****Workflow Example:**** * Trigger: Form Submitted * Filter: Form Is = Website Lead Form * Actions: Find or Create Contact and Update Contact (for resubmissions with new info). Screenshot #### Create Google Contacts from Notion Records ****Use Case:**** Automatically create Google Contacts from new records in Notion. ****Workflow Example:**** * Trigger: Notion – New Database Item * Database: New Users Data * Actions: Find Record in Database, Create Contact, and Add Contact to Groups Screenshot The Google Contacts integration simplifies the way you manage and organize contact data by ensuring accuracy across your CRM and Google ecosystem. By leveraging triggers and actions, you can automate repetitive tasks, reduce manual input, and streamline communication workflows. This integration is a powerful tool for keeping your contact lists clean, connected, and always up to date. ### Frequently Asked Questions Yes. Use the Update Contact action to modify existing records. No. The integration works with any Gmail account that has access to Google Contacts. Absolutely. Use conditional logic and map tags to Google Groups to dynamically segment synced contacts. The ClickUp integration provides seamless automation between your CRM workflows and ClickUp’s robust project management platform. Whether you are managing client deliverables, coordinating internal projects, or keeping tasks updated in real time, this integration ensures a smooth connection between your CRM automations and ClickUp’s task and documentation features. ### Why It Matters With this integration, you can: * Automatically transform CRM events (such as form submissions or appointment outcomes) into ClickUp tasks. * Keep project management activities aligned with client interactions. * Reduce manual task creation and project updates, saving valuable time. *** ## Triggers and Actions ### Triggers (ClickUp → CRM) ClickUp triggers use webhooks through ClickUp’s API. When a condition is met (such as a new task creation or a status change), the event is instantly sent to your CRM to initiate workflows. Events in ClickUp that can initiate workflows: | ****Trigger Name**** | ****Description**** | | ---------------------------------- | ----------------------------------------------------------- | | New Task | Fires when a new task is created. | | New Comment on a Task | Fires when a new comment is added to a task. | | New List | Fires when a new list is created. | | New Attachment Added to Task | Fires when an attachment is added to a task. | | Task Changes | Fires when a task is updated (status, due date, etc.). | | New Reaction Added to Chat Message | Fires when a reaction is added to a public channel message. | | New Folder | Fires when a new folder is created. | | New Reaction Added to Task Comment | Fires when a reaction is added to a task comment. | | New Time Entry | Fires when time is logged via ClickUp’s time tracking. | ### Actions (CRM → ClickUp) Tasks your CRM can execute within ClickUp workflows: | ****Action Name**** | ****Description**** | | -------------------------- | ------------------------------------------------------------------ | | Archive or Delete Task | Archive or delete a task. | | Create New Document | Create a document in a specified location. | | Create Space | Add a new workspace/team space. | | Create Folder | Organize tasks and lists with a new folder. | | Post a Task Comment | Add a comment to an existing task. | | Post Attachment | Upload a file or attachment to a task. | | Create Task | Generate a new task with details like name, due date, or assignee. | | Edit Document Page | Update an existing document page. | | Create New Document Page | Add a new page within an existing document. | | Create Custom Field | Add a custom field to a space, folder, or task. | | Create List | Create a new task list. | | Update Custom Field Value | Change the value of a custom field on a task. | | Update Task | Modify an existing task (status, due date, priority, etc.). | | Find Task by ID | Locate a task using its unique ID. | | Find Documents | Search for documents in ClickUp. | | Find Custom Fields | Locate a specific custom field. | | Find a List of All Tasks | Retrieve all tasks from a workspace or list. | | Find User by Name or Email | Look up users in ClickUp. | *** ## Getting Started ### Search in Workflows Open the workflow builder and search for any ClickUp actions or triggers you want to add. Screenshot ### Connect Your Account If your ClickUp account is already connected, configuration options will appear immediately. If not, click Connect Now and complete the authorization process. Screenshot Alternatively, go to the Integration Settings, then click Connect within the ClickUp tile. Screenshot Once connected, you can begin adding ClickUp triggers and actions to your workflows. ### Common Use Cases #### Create ClickUp Tasks from Form Submissions ****Goal:**** Convert form submissions into actionable tasks. * ****Trigger:**** Form Submitted * ****Filter:**** Form Is = Client Onboarding Form * ****Actions:**** Create Task and Add Task Comment ****Example:**** A client submits the onboarding form, then a task is created in the Client Setup list and a comment is added with the client’s requirements. Screenshot #### Auto-Generate Proposal Documents ****Goal:**** Generate AI-powered proposals or briefs when opportunities change stages. * ****Trigger:**** Opportunity Status Changed * ****Filter:**** Stage = Proposal Request * ****Actions:**** Generate Proposal Content (AI) and Create New Document in ClickUp. ****Example:**** A deal moves to Proposal Sent, which prompts the AI to generate a proposal, and a new ClickUp document is created in the Sales Docs folder. Screenshot The ClickUp integration enhances collaboration and productivity by aligning your CRM workflows with ClickUp’s project management tools. From automating task creation to generating proposal documents and building full project spaces, this integration eliminates manual effort and ensures teams can focus on delivering results. With real-time triggers and flexible actions, you can keep client and project management in perfect sync. ### Frequently Asked Questions No. It works with both free and paid accounts, though features like custom fields or time tracking may require a premium plan. There are no workflow limits within the integration itself, though ClickUp API rate limits may apply. Yes. They are billed at standard premium action rates. The Airtable integration provides seamless automation between your CRM workflows and Airtable’s flexible database platform. Whether you are tracking client projects, syncing CRM records, or managing fulfillment pipelines, this integration reduces manual effort, improves data consistency, and enhances collaboration across teams. ### Why It Matters With this integration, you can: * Automatically sync structured data into Airtable from CRM workflows. * Create or update Airtable records based on specific events. * Use Airtable as a dynamic project tracker that connects directly with automation and communication tools. *** ## Triggers and Actions ### Triggers (Airtable → CRM) Events in Airtable that can initiate workflows: | ****Trigger Name**** | ****Description**** | | -------------------- | -------------------------------------------- | | New Record | Fires when a new record is added to a table. | | Updated Record | Fires when a record is updated in a table. | Airtable triggers work by checking for changes every few minutes (about every 5 minutes). If a new or updated record is found, the workflow starts automatically. The details from that record are then pulled in and can be used in later steps of your workflow. ### Actions (CRM → Airtable) Tasks your CRM can perform within Airtable: | ****Action Name**** | ****Description**** | | ------------------- | ----------------------------------------------------- | | Create Record | Creates a new record in a specified table. | | Update Record | Updates fields in an existing record. | | Find Record | Finds a record using search fields (e.g., ID, email). | | Delete Record | Removes an existing record from a table. | *** ## Getting Started with Airtable ### Search in Workflows In the workflow builder, search for Airtable triggers or actions (e.g., Find Record, Create Record). Screenshot ### Connect Your Account If your Airtable account is already connected, configuration options will appear immediately. If not, click Connect Now and log in with your Airtable API key or OAuth (depending on your setup). Screenshot Otherwise, you can head to the Integrations section of your account and authorize access to Airtable by clicking the connect button. Screenshot Once connected, you can fetch, create, or update records from Airtable tables directly in your workflows. ### Common Use Cases #### Send Internal Notifications ****Goal:**** Alert teams when a new Airtable record is created or updated. ****Workflow Example:**** * ****Trigger:**** Airtable > New Record * ****Actions:**** Find Record (Airtable) and Internal Notification (Email). ****Scenario:**** A new client project is added in Airtable, then a workflow locates the record, and an email is sent to the project manager with project details. Screenshot #### Update Data in Multiple Places ****Goal:**** Keep Airtable aligned with CRM contacts and external lead sources. ****Workflow Example:**** * ****Triggers:**** Contact Created, Contact Updated, or Facebook Lead Form Submitted * ****Actions:**** Find Record (Airtable). If found, Update Record. If not, Create Record ****Scenario:**** A Facebook lead form is submitted, which activates the workflow to check Airtable for the lead. If found, details are updated. If not, a new record is created. Screenshot #### Use AI to Create Tasks and Save to ClickUp ****Goal:**** Turn Airtable data into task descriptions using AI, then store them in ClickUp. ****Workflow Example:**** * ****Trigger:**** Airtable > New Record in Content Briefs table * ****Actions:**** Find Record (Airtable), Generate Draft with AI, and Create Task in ClickUp ****Scenario:**** A new record is added to Airtable. AI generates captions, then the workflow creates a ClickUp task with campaign details for the team. Screenshot By combining your CRM workflows with Airtable’s powerful database capabilities, you can eliminate repetitive tasks, improve accuracy, and streamline collaboration. Whether for tracking projects, syncing client information, or managing pipelines, this integration helps ensure your business operates more efficiently and effectively. ### Frequently Asked Questions No. The integration supports one-way sync. For two-way synchronization, use a third-party tool like Zapier or Make. Every 5 minutes. Workflows are triggered based on polling intervals. No. It works with Airtable’s free plan, though advanced features such as record limits or automations may require a premium subscription. Use the Find Record action to check first. If a match is found, it can be updated; if not, a new record is created—avoiding duplicates. Effective project management requires seamless coordination between your internal workflows and the tools your team uses daily. The Basecamp integration bridges this gap by allowing you to automate tasks, synchronize project updates, and streamline communication across platforms. Whether you’re managing client deliverables, coordinating team activities, or organizing operational processes, this integration ensures that critical information flows effortlessly between your systems. *** ## Why It Matters With this integration, teams can: * Automatically create to-dos, projects, and schedules in Basecamp based on workflow events. * Keep project collaboration aligned with CRM updates and client activity. * Reduce manual tasks and ensure timely communication across departments. *** ## Triggers and Actions ### Triggers (Basecamp → Workflows) These Basecamp events can initiate automations: | Trigger Name | Description | | -------------------------- | ----------------------------------------------------- | | ****New To-do**** | Fires when a new to-do is created. | | ****New Comment Added**** | Fires when a comment is added to a to-do or message. | | ****New Document**** | Fires when a document is created. | | ****New Activity**** | Fires when new activity occurs in a Basecamp project. | | ****New Message Posted**** | Fires when a message is posted. | | ****New To-do List**** | Fires when a new to-do list is created. | ### Actions (Workflows → Basecamp) These actions can be executed inside Basecamp: | Action Name | Description | | ------------------------------- | ----------------------------------------------------------------------- | | ****Create To-Do List**** | Creates a new to-do list within a selected project. | | ****Create To-Do**** | Adds a task inside an existing to-do list. | | ****Create Message**** | Posts a message to a project message board. | | ****Create Campfire Message**** | Sends a real-time chat message in Campfire. | | ****Update To-Do**** | Updates a to-do’s details such as title, due date, assignee, or status. | | ****Add Person To Project**** | Adds a team member or client to a project. | | ****Create Document**** | Creates a document or note in a project. | | ****Find To-Do**** | Locates a to-do by name, ID, or filters. | | ****Find Project**** | Searches for a project by name or ID. | | ****Find To-Do List**** | Finds a to-do list within a project. | | ****Create Project**** | Creates a new project from a template or blank. | | ****Find Person**** | Searches for a person by name or email. | | ****Find Document**** | Finds an existing document or file. | *** ## Getting Started ### Search in Workflows Open your workflow builder and search for any Basecamp triggers or actions you want to use. Screenshot ### Connect Your Account If your Basecamp account is already connected, configuration options will appear immediately. If not, select Connect Now and complete the authorization steps. Screenshot ### Alternative Setup You can also connect through Settings → Integrations by selecting Basecamp and completing the authorization process. Screenshot Once connected, Basecamp actions and triggers can be added to any automation. *** ## How Basecamp Triggers Work Basecamp triggers are powered by webhooks provided by Basecamp’s API. When an event occurs—such as a new to-do or posted message—the workflow engine receives the webhook instantly and processes the corresponding automation. ### Setup Steps Select a trigger, then configure and save it. The system will automatically retrieve the relevant Basecamp metadata, allowing you to map fields accurately for the next steps in your workflow. Screenshot *** ## Common Use Cases ### Use Case 1: Create To-dos and Documents from Form Submissions ****Goal:**** Automatically create a Basecamp to-do and a supporting document when a client submits a form. * ****Trigger:**** Form Submitted * ****Filter:**** Form Name = “Project Intake Form” * ****Actions:**** Create To-do, Create Document, Internal Notification A new to-do is created in Basecamp when a client submits the intake form, followed by a detailed project document containing their form entries. The team then receives an internal notification to begin setup. Screenshot ### Use Case 2: Generate Basecamp Documents When an Opportunity Stage Changes ****Goal:**** Automatically create a Basecamp document using AI-generated content when an opportunity stage updates. * ****Trigger:**** Opportunity Stage Changed * ****Filter:**** Stage = “Closed Won” * ****Actions:**** GPT (OpenAI), Create Document, Internal Notification When a deal is marked “Closed Won,” AI generates a project summary based on opportunity details. A “Project Kickoff Summary” document is then added to Basecamp, followed by a notification to the onboarding team. Screenshot ### Use Case 3: Create To-do Lists and Tasks from Form Submissions ****Goal:**** Automatically create a new to-do list and follow-up task when a form is submitted. * ****Trigger:**** Form Submitted * ****Actions:**** Create To-do List, Conditional Check, Create Task A project request form submission triggers the creation of a new Basecamp to-do list. If creation is successful, a task is automatically added. Screenshot The Basecamp integration offers a powerful way to connect project execution with your existing workflows. By automating task creation, document generation, and communication across platforms, teams can operate with greater clarity, consistency, and efficiency. Whether you're managing internal processes or delivering client projects, this integration ensures that nothing slips through the cracks and every project moves forward with confidence. *** ## Frequently Asked Questions Yes, triggers fire instantly through webhook-based events. This integration supports one-way synchronization. For full bi-directional syncing, tools like Make or Zapier can be used. No, the integration works with both free and paid plans, though some advanced project features may require a subscription. Yes. All Basecamp actions and triggers count toward standard workflow automation usage rates. The Typeform integration allows workflows to respond immediately when a Typeform is submitted and perform tasks directly from your automation. Using the New Entry trigger, workflows can begin the moment a submission is received. You can also execute actions such as creating new forms, duplicating existing forms, or searching past responses—helping teams automate onboarding, feedback collection, and data enrichment without manual intervention. ### Key Benefits * ****Form operations at scale:**** Create or duplicate forms automatically, allowing each client or project to have its own copy. * ****Response utilization:**** Search historic form responses to personalize follow-ups and enrich contact records. ### Triggers and Actions Screenshot *** ## Setup Instructions ### Connecting Typeform Open your workflow builder and click + Add Trigger or + Add Action, then search for Typeform and select the desired trigger or action. Screenshot Click Connect Now, sign in to Typeform, and authorize access. Screenshot Otherwise, navigate to Settings → Integrations, locate Typeform, and complete the OAuth connection, noting that connections are workspace-specific. Screenshot ### Building Your Workflow Add the New Entry (Instant) trigger and select the desired form within the Form filter. Screenshot Add Typeform actions such as creating or duplicating forms, or searching for responses. Screenshot Map form fields to contact or task records as needed, add follow-up actions such as sending emails, notifications, or creating tasks, and then publish the workflow and submit a test entry to verify successful execution. *** ## Use Cases ### Use Case 1: Automate Task Creation and Team Notification ****Goal:**** Automatically create a task, update contact information, and notify the team when a Typeform is submitted. * ****Setup:**** Trigger = New Entry (Instant), Filter = Form Name “Client Onboarding Form,” Actions = Create Task, Update Contact Field, Send Internal Notification. A new client completes the onboarding form, triggering task creation, contact update, and team notification instantly. Screenshot ### Use Case 2: Conditional Task Creation Based on Form Responses ****Goal:**** Automatically create documents, check submission values, and trigger different actions based on response data. * ****Setup:**** Trigger = New Entry (Instant), Filter = Form Name “Order Submission Form,” Actions = Create Document, Conditional Branching, Update Contact Field, Send Notifications. A customer submits an order; if exactly three items are ordered, contact records are updated, notifications are sent, and confirmation emails are triggered. Otherwise, the workflow ends without additional actions Screenshot ### .Use Case 3: Automate Document Creation and Notifications on Pipeline Changes ****Goal:**** Check for existing Typeform responses when a deal stage changes, create or duplicate documents, and notify the team or client. * ****Setup:**** Trigger = Pipeline Stage Changed, Filter = Pipeline “Client Onboarding Pipeline,” Actions = Search Responses, Create or Duplicate Document, Update Contact Field, Send Notifications. When a deal moves to “Onboarding,” the system searches for prior responses. If found, a new document is created, contact records updated, and notifications sent. If none exist, a new form is duplicated, and notifications are triggered. Screenshot Integrating Typeform with your automation system empowers teams to respond instantly to submissions, automate task creation, and streamline client onboarding or feedback collection. By reducing manual effort and centralizing operations, this integration ensures a faster, more efficient process while maintaining accuracy and consistency across all workflows. *** ## Frequently Asked Questions ****Do I need a paid Typeform account?**** * No. Free and paid accounts are supported, though Typeform plan limits (e.g., responses, branding) still apply. ****Are Typeform steps premium-billed?**** * Yes, each trigger and action counts toward standard execution billing. ****Where do new or duplicated forms appear?**** * Forms are created in the connected Typeform workspace linked to the authorized account. ****How to troubleshoot failures?**** * Check execution logs for errors such as invalid form ID or expired authorization. Reconnect Typeform and test again if needed. The Asana integration enables seamless automation between your workflows and Asana’s project management platform. By connecting operational processes directly to Asana, teams can automatically create tasks, manage projects, and synchronize updates in real time. This integration reduces manual effort, improves accuracy, and ensures cross-functional alignment between teams. ### Key Benefits of the Asana Integration * \*\*\*\*Real-time synchronization: \*\*\*\*Changes in Asana immediately trigger workflows, and workflow actions are reflected in Asana without delay. * \*\*\*\*Reduced errors: \*\*\*\*Automated task creation and updates eliminate manual data entry and copy-paste mistakes. * \*\*\*\*Lower operational costs: \*\*\*\*Replace third-party automation bridges with built-in workflow actions. ### Triggers (Asana → Workflows) These Asana events can initiate workflows: | Trigger Name | Description | | --------------------------------------------- | -------------------------------------------------- | | Task Created (Instant) | Fires immediately when a new task is created | | Task Updated (Instant) | Fires immediately when an existing task is updated | | Project Created (Instant) | Fires when a new project is created | | Comment on Task (Instant) | Fires when a comment is added to a task | | New User | Triggers when a new user is added to the workspace | | Tag Added to Task (Instant) **(Coming soon)** | Fires when a tag is added to a task | | Task Moved to Section (Instant) | Fires when a task is moved between sections | | New Attachment Added to Task (Instant) | Fires when a new attachment is added | | New Subtask **(Coming soon)** | Fires when a new subtask is created | ### Actions (Workflows → Asana) These actions allow workflows to perform operations in Asana: | Action Name | Description | | --------------------------- | ------------------------------------------- | | Create Task | Creates a new task | | Update Task | Updates an existing task | | Find Task by ID | Searches for a task using its Asana Task ID | | Find Task | Searches for a task by name | | Create Section | Adds a new section to a project | | Find Comment from Task | Retrieves comments associated with a task | | Add Task to Section | Moves a task into a specific section | | Find All Tasks from Project | Retrieves all tasks within a project | | Find Task in Project | Searches for a task within a project | | Create Comment/Story | Adds a comment or story to a task | | Create Subtask | Creates a subtask under an existing task | | Create Project | Creates a new project | *** ## Getting Started with Asana ### Search in the Workflow Builder Locate Asana triggers or actions such as Create Task or Task Created. Screenshot ### Connect Your Asana Account If your account is already connected, configuration options will appear automatically. Otherwise, select Connect Now and authenticate using your Asana credentials or OAuth. Screenshot ### How Asana Triggers Work Asana triggers are instant and webhook-based. When an event, such as a task update or new project creation, occurs in Asana, the workflow is triggered immediately, with no polling or delay. Setup steps: * Select a trigger (e.g., Task Created or Task Updated). * Name the trigger and run Test Trigger to retrieve sample data. * Use dynamic fields (task name, assignee, due date, etc.) in subsequent workflow actions. ��****Note****: When using the Task Updated trigger, apply the Fields Changed filter. Asana may emit multiple update events for a single task due to cascading changes. This filter ensures the automation runs only when the specific fields you care about are updated, preventing unnecessary executions. ### Common Use Cases #### Use Case 1: Automate Task Management ****Goal:**** Automatically create or update Asana tasks when new leads are generated. ****Workflow Setup****\*\*\*\*:\*\*\*\* * ****Trigger:**** Contact Created * \*\*\*\*Actions: \*\*\*\*Create Task > Title: New Lead: `{{contact.name}}`, Assign to the respective team, and Create a Comment. \*\*\*\*Example: \*\*\*\*When a lead submits a form, a new Asana task is automatically created for your team to follow up. Screenshot #### Use Case 2: Sync Projects Across Tools ****Goal:**** Keep Asana projects aligned with other platforms such as ClickUp or Airtable. ****Workflow Setup****\*\*\*\*:\*\*\*\* * ****Trigger:**** Project Created (Asana) * \*\*\*\*Actions: \*\*\*\*Create Project in another tool or update a corresponding record and send an internal notification to project managers \*\*\*\*Example:\*\*\*\*\*\*When a project is created in Asana, a corresponding project or record is automatically created in other systems, ensuring consistency across platforms. Screenshot #### Use Case 3: Notify Teams on Task Updates **Goal:**\*\* Keep internal teams informed of key task changes. ****Workflow Setup****\*\*\*\*:\*\*\*\* * ****Trigger:**** Task Updated (Asana) * \*\*\*\*Actions: \*\*\*\*Send internal notification via Slack or email, update contact tags, and update task status in another project management tool \*\*\*\*Example:\*\*\*\*\*\*When a task status changes to Ready for Review, the assigned reviewer is notified, and related systems are updated automatically. Screenshot The Asana integration streamlines project execution by connecting workflows directly to task and project activity. By automating routine updates, synchronizing tools in real time, and reducing manual effort, teams can operate more efficiently, stay aligned, and focus on delivering results rather than managing processes. ### Frequently Asked Questions All Asana triggers are instant and powered by webhooks—no polling is required. The integration supports one-way execution per workflow, either triggered by Asana events or performing actions in Asana. The integration works with both free and paid Asana plans. Certain advanced Asana features may require a paid subscription. Yes, Asana triggers and actions are premium automation features and are billed according to your plan’s automation usage. Modern teams move fast. Projects evolve, statuses shift, new tasks appear, and updates happen constantly. When your project management system operates in isolation from your CRM, coordination becomes manual—and costly. The Monday.com integration eliminates that friction. It enables real-time automation between your boards and your broader workflow ecosystem—syncing tasks, statuses, updates, and users instantly. The result is tighter alignment, reduced manual effort, and faster execution across teams. *** ## Why This Integration Matters With this integration, you can: * React instantly to board, item, and status changes * Keep CRM, communication, and reporting tools synchronized * Reduce manual coordination between departments Instead of copying updates across systems, your workflows respond automatically to project activity. *** ## Triggers: From Boards to Automated Workflows Triggers allow events inside Monday.com to initiate automation immediately. ### Triggers (Coming Soon) * \*\*\*\*Any Column Value Changed in Board: \*\*\*\*Fires when a specific column—such as status, date, owner, or custom field—is updated. * \*\*\*\*Any Item Moved to a Group: \*\*\*\*Activates when an item shifts between board groups. * \*\*\*\*New Board: \*\*\*\*Runs when a new board is created. * \*\*\*\*New Item in a Board: \*\*\*\*Triggers whenever a new item is added. * \*\*\*\*New Subitem in Board: \*\*\*\*Fires when a subitem is created under a parent item. * \*\*\*\*New Update in Board: \*\*\*\*Activates when a comment or update is added to an item. * \*\*\*\*New User: \*\*\*\*Triggers when a new workspace user is added. These event-based triggers are designed for near real-time automation, enabling instant responses to project activity. *** ## Actions: Automate Changes Back into Monday Workflows don’t just react—they can also modify and manage boards dynamically. ### Available Actions * \*\*\*\*Create New Board / Group / Column / Item / Subitem: \*\*\*\*Build new structures directly from a workflow. * \*\*\*\*Update Item / Update Subitem: \*\*\*\*Modify status, due dates, owners, or custom columns. * \*\*\*\*Archive Board / Archive Group: \*\*\*\*Automatically archive boards or groups. * \*\*\*\*Delete Item / Delete Group: \*\*\*\*Remove outdated structures. * \*\*\*\*Get Board Items: \*\*\*\*Retrieve all items for syncing or reporting. * \*\*\*\*Find Items by Column Value: \*\*\*\*Search items dynamically using status, owner, or custom fields. * \*\*\*\*Find Items by ID: \*\*\*\*Locate a specific item using its unique ID. Screenshot These actions allow workflows to maintain structural integrity across systems without manual intervention. *** ## How It Works To get started, locate Monday.com inside the Automation Builder by clicking Add Trigger or Add Action and searching for Monday.com. Once selected, connect your account by authorizing your workspace with your Monday.com API key. Screenshot After authentication, configure your trigger or action by choosing the appropriate board, group, or column, then run a test to retrieve sample data and verify that all fields are mapped correctly before activating the workflow. *** ## Practical Use Cases ### Client Onboarding Automation * ****Goal:**** Sync new onboarding items with CRM and notify internal teams. * ****Trigger:**** New Item in Board (“Client Onboarding”) * \*\*\*\*Actions: \*\*\*\*Create or update CRM contact, Send Slack message to the account manager, Log tracking entry in Google Sheets, and Update Monday item status to “CRM Synced”. * \*\*\*\*Outcome: \*\*\*\*Every new onboarding item immediately updates CRM records and alerts the team. ### Project Completion → Client Communication * ****Goal:**** Notify clients when a project reaches completion. * ****Trigger:**** Column Value Changed (Status → Completed) * \*\*\*\*Actions: \*\*\*\*Send Gmail message to the client, Create a CRM note, Archive the item, and Send Slack update to #client-updates * \*\*\*\*Outcome: \*\*\*\*Clients receive timely updates, and internal teams maintain visibility automatically. ### Internal Task Sync Across Platforms * ****Goal:**** Keep design or production tasks aligned between tools. * ****Trigger:**** New Item in Board (“Design Tasks”) * \*\*\*\*Actions: \*\*\*\*Create a task in ClickUp, Store Monday item ID in a custom field, Send Slack notification, and Update Monday item with the external task link * \*\*\*\*Outcome: \*\*\*\*Teams operate in their preferred platforms while preserving cross-system visibility. By integrating Monday.com with your automation, you transform board activity into actionable workflows. Status changes trigger communication, new tasks update CRM records, and project milestones drive reporting and client notifications. Instead of chasing updates across tools, your systems stay synchronized automatically—allowing your team to focus on execution rather than coordination. *** ## Frequently Asked Questions ****Is this a two-way sync?**** * Workflows execute in one direction per trigger: Monday → Workflow → Actions. ****Do I need a paid Monday.com plan?**** * Most features work on free and paid plans, though advanced board capabilities may require a paid tier. ****Can I update multiple columns at once?**** * Yes. Update Item and Update Subitem actions support multiple column mappings in a single execution. The OpenRouter app allows you to invoke AI models directly inside your workflows, enabling automated content generation, summarization, and personalized messaging. Instead of manually drafting responses or processing information, you can configure workflows to generate AI outputs in real time using structured prompts and dynamic variables. ��****Note****: The primary feature available is the \*\*\*\*Generate Response \*\*\*\*action. This action sends a prompt to a selected AI model and returns a generated output that can be reused throughout the workflow. ### How to Connect and Configure In your workflow builder, add a new action and search for OpenRouter. Screenshot If not already connected, click Connect Now and authenticate using your OpenRouter API key. Screenshot * \*\*\*\*System Prompt (Optional): \*\*\*\*Use this field to define the AI’s role, tone, or behavior. For example, you can instruct the model to act as a support agent, a concise responder, or a marketing strategist. * \*\*\*\*Prompt (Required): \*\*\*\*Provide the main instruction, task, or question. This field supports dynamic workflow variables, allowing you to personalize responses automatically. * \*\*\*\*Model Selection (Required): \*\*\*\*Choose the appropriate AI model based on your objective. Lightweight models are suitable for straightforward tasks, while more advanced models are recommended for complex or creative outputs. Screenshot You can use the Test Action feature to validate the output before you activate the workflow. Map the generated response to messages, custom fields, conditions, or downstream actions. Screenshot Through OpenRouter, you can access 300+ models—including options from OpenAI, Anthropic (Claude), Google (Gemini), and Perplexity AI—and select the model best suited for your specific use case based on quality, speed, creativity, or cost. By embedding AI directly into your workflows, you move from manual execution to intelligent automation. Whether you're generating tailored messages, summarizing complex inputs, or dynamically responding to user data, OpenRouter allows you to operationalize AI as part of your core process—not as a separate tool. ### Practical Applications * ****AI-Powered Customer Replies****: Automatically generate contextual email or SMS responses using contact data and inbound message content. * ****Message and Form Summarization****: Summarize long form submissions or extended conversations into concise notes that can be stored in CRM fields or used in conditional logic. * ****Personalized Follow-Ups****: Generate tailored follow-up messages using workflow variables such as name, service type, appointment details, or purchase history. * ****Scalable Content Generation****: Create structured content for emails, SMS, WhatsApp, or other communication channels without manual drafting. ### Best Practices * Be specific and explicit in your Prompt instructions. * Use the System Prompt to control tone, structure, and intent. * Test multiple AI models to determine the best performance-to-cost ratio. * Keep prompts clear and concise to improve output consistency. * Leverage workflow variables to dynamically personalize responses. ### Frequently Asked Questions ****Can workflow variables be used in the prompt?**** * Yes. Supported workflow variables can be inserted into both the Prompt and System Prompt fields to generate personalized AI responses. ****What is the difference between System Prompt and Prompt?**** * The System Prompt defines the AI’s behavioral context and tone, while the Prompt contains the primary task or instruction sent to the model. ****Which AI model should I choose?**** * Select models based on task complexity. Simple tasks perform well on lighter models, while creative or analytical tasks benefit from more advanced models. ****Can the AI-generated response be stored in a custom field?**** * Yes. The generated output can be mapped to custom fields, inserted into outbound messages, or passed into additional workflow actions. ****Are there additional costs?**** * Yes. OpenRouter usage is billed according to the selected model and consumption through OpenRouter, in addition to standard automation action usage.